Billing currencies

What it is

The currencies each school fee can be billed in.

Why it matters

Lets the school bill families in more than one currency when needed.

When to use it

Finance staff choose which currencies are offered before bills go out.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Fees to open it.
3. Click Billing currencies.

What you see

Billing currencies · click the picture to enlarge

Buttons on this screen

• New billing currency — opens a form to add a new one. See Filling in the form below.

Filling in the form

1. Click the New billing currency button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (5 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Billing currencies · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Student *	choose	Pick the student whose billing is changing.
Currency *	choose	Pick the currency the student is billed in.
Reason *	choose	Pick the main reason for this billing change.
Applies from *	date	The date the new billing arrangement starts.
Why *	long text	Explain briefly why this change is needed. It is kept on record.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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